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Sam Taft is the associate vice president of analytics and business development at Callahan & Associates. He brings more than 8 years of financial industry experience to Callahan where he helps lead the company’s analytical efforts while also assisting with consulting engagements, topic-specific speeches, strategic planning, and industry trend analysis and webinars. His keen focus on credit union financials and mortgage data makes him a go-to resource for trend and forecast analysis on CreditUnions.com and in Callahan publications. In addition, he manages the business development efforts for the Trust For Credit Unions, which supports credit union investments through professionally managed mutual funds, through a subsidiary, Callahan Financial Services. He holds FINRA license series 63 and 79.
Before joining Callahan, Sam worked as an investment banking analyst for Quarton Partners, where he worked across a variety of industries including automotive, consumer, distribution, and packaging. Prior to Quarton Partners, Sam was an analyst at W.Y. Campbell & Company, a Detroit-based middle-market investment bank. Sam graduated with a bachelor’s degree in financial economics from Emory University. Send him an email below or find him on Twitter @staftCU.
Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.
Today’s smart credit union leaders are leveraging data to benchmark and track goals, identify opportunities, and uncover weaknesses.
ALM First Financial Institute presenters provide in-depth look at funding, liquidity options, and strategies as asset liability management stays top of mind.
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The total number of credit unions dropped by 50 in the second quarter, and membership expanded 4.3%, the equivalent of 4.7 million new members. What else happened in the second quarter?
What credit unions need to know about members, lending, asset quality, share balances, and more at second quarter 2018.